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Insights

Financial Wellness
May 1, 2025
Planning for Executives and Employees Employees who participate in a financial wellness plan tend to make better financial...
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Here’s How Your Spending Could Change in Retirement
May 1, 2025
Read time: 4 minutes Many retirement savers rely on a mental shortcut to determine how much to sock...
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Estate Planning for Blended Families

Estate Planning for Blended Families
May 1, 2025
In this episode of Your Life Simplified, host Whitney Reagan , senior wealth advisor, and Christina Lynn , director,...
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How Insurance Can Help Support Your Financial Goals
April 30, 2025
Solutions to Help with Planning and Protection Insurance touches many aspects of your life: financial, medical, legal and...
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Investment Banking & Business Owner Solutions
April 29, 2025
At Mariner, we provide business owners with support and guidance to help prepare for sustained growth and successful transitions....
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Valuation Advisory Services
April 29, 2025
A business valuation will provide you with a deeper understanding of your company’s strengths, weaknesses, risks and growth opportunities....
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Teach Your Child to Be Financially Independent

Teach Your Child to Be Financially Independent
April 17, 2025
Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do...
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Respect Rising Risk and Volatility, but Hold Your Ground
April 7, 2025
Read time: 14 minutes Stock price behavior felt a little crazy in March, sort of like the madness...
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Recession Not on Immediate Horizon
April 7, 2025
Read time: 7 minutes Dr. Bob Dieli, who now owns and manages his own economic advisory firm, and...
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Optimize Retirement Assets Through Tax-Efficient Withdrawals
April 4, 2025
Read time: 8 minutes How long will your retirement savings last? The answer may depend on the order...
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Raising Financially Savvy Children

Raising Financially Savvy Children
April 3, 2025
Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan , senior wealth...
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Creating a Family Mission Statement
April 2, 2025
Read time: 4 minutes Family wealth is like a comfortable vehicle with plenty of range: It can take...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#164

Growing forward—insights on leadership and life

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November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
#162

Concentrated Stock: Strategies to Protect Your Wealth

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September 23, 2025
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